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Experienced Financial Industry Professional

Decatur, GA
October 10, 2018

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Jeanna Fountain

Atlanta, GA Direct: 404-***-****


Self-motivated, enthusiastic & empathetic professional that enjoys working well with others & demonstrates good judgment while providing exceptional customer service & communication.

Key Competencies

Complex Problem-Solving


Client Relations




Risk Management


Communication skills

Time management

Billing System

DISC- Training

New User Set up

Troubleshooting & reporting

Accurate Customer Billing

Peripheral Device issues

Money Payment Software

Install & update software

Remote login

10 Key

Cash posting processes


Lotus Notes

Google Calendar

Video Conference calls



Account Management

Merchant Services

Windows & OSX

Proficient in Microsoft Office: Word, Excel, PowerPoint, Outlook, Access

Contract drafting, SLA

Power Point presentations

Anywhere conference

Business Writing

Chat assistance

Google Apps

Google Drive

EFT ACH Lockbox

Treasury Service

Accounts Receivable

Accountants Payable

Professional Experience

FIDELITY BANK June 2017-Current

Cash Management Associate

Handles multiple bank account receipt processing from ACH wires and lock box.

Research via Intracheck & other methods as needed. Consults with Compliance Executive & Treasury Director

Creates & verifies batches. Audits CWF Tickets, commercial agreements & reports. Balances General Ledger.

Works with internal/external customers to resolve billing issues/disputes according to billing policies

Schedules Training sessions via Outlook, creates training manuals for products & services

Provides remote support assistance for multiple departments via video conferencing, chat platforms & instant messaging

Independently prepares & routes contracts, proposals, presentations, pro-forma, SLA’s for seamless onboarding

Researches & verifies client documentation & potential conflicts.

Check & ACH verification for large dollar amounts via Intracheck, Daily check verification & Fraud verification report

Manage office budgets including supply inventory & equipment purchases.

Verifies available funds, cashier’s check, money orders and wire transfers within guidelines.

Process ACH & Wire Transfers before cut off time, monitor cash management fees

Research & post exceptions, ACH blocks/stops, revocation, research company codes


Universal Banker August 2016-2016

Responsible for preparation & verification of new financial product documents, reviewed & processed wire transfers.

Maintained accurate account records, fraud verification, vault audits, security log maintenance, loan closing documents

W-8 Verifications, SOS verifications, Check verifications, Loss prevention, Crisis Management

Converted to Aperio, manage multiple shared documents & shared drives, Intracheck, OFAC, AS400, Mortgage buddy

Acquired SBA Loan applications, Mortgage Loan applications, Wire transfers, Balanced General Ledger.

Promoted within 1 year

WIPRO October 2014-2015

Remote Support Specialist (Temp Assignment)

Utilized Help Desk SOPs & Training manuals for Tier I support

Promoted & recommended products & services based on the customer's needs & interests.

Analyzed, diagnosed & solved computer issues

Multitasked multiple user interfaces i.e. LMI Rescue, FMS, IKE, Breeze, Agent workbench


Assistant Branch Manager 2012-2014

Assumed responsibility in the absence of management while delegating workflow & responsibilities

Payment processing, account reconciliation, vendor management, account management, merchant Services & Payroll services.

Spearheaded multiple initiatives, raised capital, and received multiple company awards, & established companywide policies & procedures.

Peripheral device management, made effective decisions with limited knowledge, timelines & budget requirements.

Promptly anticipated over 100 customer needs daily while demonstrating a strong desire to ensure & improve customer retention.

Contributed to Fiscal Year Key Performance Metrics & Consolidated Operating plans by raising profitability.

Maintained security logs, cash vault access, security codes, and key holder, analyzed account activity & worked with back office.


Personal Banker II 2011-2012

Achieved the bank's overall goals toward the $1.1 million dollar goal by focusing on cascading objectives by consolidating & cost cutting to improve performance.

Assumed additional responsibilities proactively, & as requested.

Streamlined processes & optimized productivity.

Continuously trained, coached and developed employees while maintaining high standards, commitments & deadlines.


Personal Banker I 2010-2011

Processed applications, organized background investigations, requested documents, coordinated, managed, & executed error free shipments of files & currency.

Maintained low variance reporting & extremely low losses to the branch. Routinely handled drawer limit of $8000 a day. Maintained vault limits upwards of $100k daily. Recognized for consistently low audit scores of 96% of 100%.


Sales Associate 2010-2010

Persuasive communication & negotiations.

Managed projects, planned meetings, trips and special events.

Planned & executed over 100 offsite leadership and development events.

Promoted within 1 year

Relevant Experience

Search Smart LLC-Office Manager, Inview- Account Representative/Reconciliation specialist, KB Toys- Store Manager, TPAS- Business consultant


Kent State University

Bachelor of Arts, Psychology, Spanish; Conversational

Awards; Dean's List, Hulda-Graham Smith Academic Excellence Award

University of Georgia

College of Continuing Studies: Certificate. Project Management

College of Continuing Studies: Certificate. Administrative Assistant Fundamentals University of Georgia

Microsoft Office training; self-paced & classroom based

Concurrently managed a Homestay property to 3 International students

Clean driving record & reliable vehicle transportation

Punctual, honest, reliable, hardworking

Continuing Education

Microsoft Office self-paced study online, Library provided Excel, word & Power Point training in class

Personal Development Courses


Salvation Army, Habitat for Humanity, Sisters Against Domestic Violence


Reading, decorating, event planning, boating, fun apps


“Don’t allow things that you control to control you”

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